See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,651 | $209,411-89.2% | $178,490-87.3% | $158,922-85.7% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 22.62% | 188.75%-166.1pp | 151.07%-128.4pp | 302.83%-280.2pp |
| Employer contribution / active EE | $1,688 | $5,706-70.4% | $5,011-66.3% | $4,761-64.5% |
| Participant deferral / active EE | $6,683 | $5,954+12.2% | $5,202+28.5% | $5,982+11.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |